77% of insurance consumers were moved to purchase by customized promotions. That means, as an insurance marketer, you have an incredible opportunity to use data to create personalized experiences and drive sales. In such a fast-paced, highly regulated industry, you need powerful insurance agency marketing tools to capture and implement marketing automation data. With Act-On’s advanced segmentation, lead scoring, and nurture campaign tools, we can help your insurance agency with marketing automation solutions that increase policyholder conversions using real-time data and hot prospect alerts.
To help you create more meaningful communications for your prospects, brokers, and policyholders, our marketing automation platform integrates with leading CRMs — including Salesforce, Microsoft Dynamics, and SugarCRM.
With Act-On marketing automation software, the days of manual data processing are over. Enable conditional logic and dynamic content to funnel prospects and policyholders through a personalized sales process.
With a multi-channel strategy for insurance digital marketing, you can increase web traffic, generate more leads, deliver innovative marketing programs, and strengthen relationships with your prospects and policyholders.
Digital marketing for insurance agents can be hectic. Stay on top of your upselling and renewal activities by sending policy-specific and personalized emails to auto-renew, bundle, or purchase additional insurance products.
We work with financial industry marketing rockstars every day. If you’re looking for a little bit of proof, or something to share with your exec team to legitimate your choice of Act-On for marketing automation, maybe this collection of use cases will help.
As financial institutions continue to leverage digital marketing to grow their customer base and maintain relationships, many have yet to realize the full potential of marketing automation. As a financial marketer, you may face several challenges, including relying on legacy systems, poor technology integrations, changing compliance and regulations, and a lack of access to important data. Here’s what you need to know to make the most of your marketing automation software.
Get the guide for up-to-the-minute best practices for generating high-quality leads, creating segmented, personalized experiences, and growing your manufacturing business. In the age of self-service product discovery, you can’t afford to stop your digital transformation at the marketing department’s door. Implementing tools like marketing automation can make all the difference.
